LFASL
Lugano Financial Advisors SA (LFA)’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
4,000
| – | – | 0.19% | 56 |
|
|
2025
Q1 | $327K | Hold |
4,000
| – | – | 0.22% | 52 |
|
|
2024
Q4 | $314K | Hold |
4,000
| – | – | 0.21% | 56 |
|
|
2024
Q3 | $332K | Hold |
4,000
| – | – | 0.23% | 50 |
|
|
2024
Q2 | $306K | Hold |
4,000
| – | – | 0.23% | 46 |
|
|
2024
Q1 | $305K | Buy |
4,000
+3,323
| +491% | +$254K | 0.22% | 53 |
|
|
2023
Q4 | $48.8K | Sell |
677
-3,700
| -85% | -$267K | 0.04% | 113 |
|
|
2023
Q3 | $301K | Buy |
4,377
+377
| +9% | +$25.9K | 0.26% | 44 |
|
|
2023
Q2 | $297K | Buy |
+4,000
| New | +$297K | 0.2% | 60 |
|